Automated meeting preparation
Before every client meeting, AI pulls portfolio performance, recent life events, open action items, and market context from your CRM and custodian. Walk in prepared in 30 seconds.
Spend your time advising, not on admin
Between compliance reviews, CRM updates, and meeting prep, your actual client time keeps shrinking. We build AI that prepares meeting briefs from Redtail or Wealthbox, follows up with prospects, and drafts compliant communications — so you manage more AUM without more staff.
What You Get
AI that multiplies your capacity as an advisor
Prospect nurture sequences
Seminar attendees and referrals get personalized follow-up — market insights, retirement planning tips, and meeting invitations. AI nurtures until they're ready to schedule.
Compliant client communications
AI drafts birthday notes, market commentary, and portfolio review summaries using pre-approved language. Your compliance team reviews templates once, not every email.
Your book of business can grow without your stress growing
Free 30-minute call. We'll look at your client communication workflow and show you where AI gives you back 5+ hours per week.